In a good position now. Commodity companies valuations and multiples are very low. But ask what is the stability of earnings. TECK is well positioned, balance sheet's in better shape. Good exposure to copper and coal. Multiples are attractive enough that long-term investors can start to chip away at it.

In a good position now. Commodity companies valuations and multiples are very low. But ask what is the stability of earnings. TECK is well positioned, balance sheet's in better shape. Good exposure to copper and coal. Multiples are attractive enough that long-term investors can start to chip away at it.

Very cheap at 0.3x book. But on other hand, why is it so cheap? Cut budget and dividend, which was eating up cash flow. Now that it's happened, market could be breathing a sigh of relief. Don't put all eggs in one basket here. Fairly compelling valuation.

Very cheap at 0.3x book. But on other hand, why is it so cheap? Cut budget and dividend, which was eating up cash flow. Now that it's happened, market could be breathing a sigh of relief. Don't put all eggs in one basket here. Fairly compelling valuation.

Gold price is firmer than it has been. Could be a better year for gold. YRI had good production numbers today. Not his first choice. But overall, we're going to see more activity than we've seen in quite some time.

Gold price is firmer than it has been. Could be a better year for gold. YRI had good production numbers today. Not his first choice. But overall, we're going to see more activity than we've seen in quite some time.

Market cap is valuation that people put on companies, based on future profits and cash flow. SNC does mostly "cost plus" contracts, so margin is built in. Exposed to Middle East, not a favourable place. Some issues with CRA, and how they got contracts. He'd be wary. If you think the economies are slowing, there may be better opportunities to buy companies like this.

Market cap is valuation that people put on companies, based on future profits and cash flow. SNC does mostly "cost plus" contracts, so margin is built in. Exposed to Middle East, not a favourable place. Some issues with CRA, and how they got contracts. He'd be wary. If you think the economies are slowing, there may be better opportunities to buy companies like this.

Still favours it, but not a buy right here. Tremendous yield at 8.61%. Dividend's not in particular jeopardy. A hold right now. For pipeline stocks, the multiples and the leverage always look high, but that's how these companies exist, they borrow to build. As long as throughput is maintained, they're in good shape.

Still favours it, but not a buy right here. Tremendous yield at 8.61%. Dividend's not in particular jeopardy. A hold right now. For pipeline stocks, the multiples and the leverage always look high, but that's how these companies exist, they borrow to build. As long as throughput is maintained, they're in good shape.

He likes this one. Has had problems over the last few years with partner investments, but people are looking too much at the past and not at the future. Key is how efficiently can they deploy capital. Generous dividend was just increased, and management wouldn't have done this if there was the possibility of a cut. Positive resets on preferreds will produce more cash. (Analysts’ price target is $21.07)

He likes this one. Has had problems over the last few years with partner investments, but people are looking too much at the past and not at the future. Key is how efficiently can they deploy capital. Generous dividend was just increased, and management wouldn't have done this if there was the possibility of a cut. Positive resets on preferreds will produce more cash. (Analysts’ price target is $21.07)

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